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Webinars
Two Clicks to Transcripts with Dawn Brolin

In this webinar, Dawn Brolin discusses the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm,...

61 min watch LEARN MORE
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Tax Preparation and Planning
Q&A — Filing a Form 2848 for Your Tax Clients

In our recent webinar, "Two Clicks to Transcripts with Dawn Brolin," Dawn discussed the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value...

4 min read LEARN MORE
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Marketing Your Practice
Get Paid Faster — 3 Ways to Optimize Payments Processing at Your...

Getting paid is how your accounting firm will stay successful — there's no way around it. When it comes to navigating the nuances of getting paid, it's never simple. Here are top...

3 min read LEARN MORE
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Featured
Celebrate Pi Day 2023: What Pie Flavor Are You?

Happy Pi Day! March 14th is celebrated around the world as Pi Day in honor of the mathematical constant pi (3.14).  While mathematicians and scientists celebrate Pi Day with...

1 min read LEARN MORE
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Industry News
Top 10 Influential Women in Accounting and Tax in 2023

Women make up nearly 60% of the accounting service industry according to 2022 data. In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in...

3 min read LEARN MORE
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Case Studies
Financial Harmony Tax Resolution: Increased Job Satisfaction With...

"I like to keep everything in one place. Canopy is perfect for that." — Ralph Nelson, of Financial Harmony Tax Resolution Background Charlie hadn't filed a tax return in 20 years...

3 min read LEARN MORE
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Product Updates
Pass Credit Card Fees to Clients with Surcharging on Canopy Payments

What's New: Canopy customers* now have the ability to enable surcharging for credit card fees in most states**. Surcharging allows a firm to provide their clients with the...

3 min read LEARN MORE
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Marketing Your Practice
Future of Accounting: 5 Ways to Innovate in 2023

We live in a time where the "best" accounting practices change daily. Keeping track of all the changes in the industry between updates and tech can be overwhelming. Today, most...

4 min read LEARN MORE
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Case Studies
Hurwitz Tax Solutions: Canopy’s Collections Workflow Reduces...

"Everyone is so computer savvy these days. When my clients sit down to fill out the survey on Canopy, it feels easier." — Lewis Hurwitz, of Hurwitz Tax Solutions.  Background The...

3 min read LEARN MORE
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Product Updates
Easily Share Files with Anyone Using a Secure Link

What's New: Sharing a file with clients or key stakeholders has just gotten easier. Now you can send a file using a secure link. Recipients will receive an email (to the one you...

1 min read LEARN MORE
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Case Studies
Northwest Tax Associates: Faster and More Secure with Canopy

"I’m able to spend more quality time with my clients. And because I’m more organized and the client has already been able to complete a lot of the paperwork through the client...

3 min read LEARN MORE
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Product Updates
Break Down the Email Silo Without Losing Security and Control

What's New: Canopy already de-siloed email with the global inbox, sharing inboxes, and the communication tab. With privatizing emails, you get the perfect balance of breaking down...

1 min read LEARN MORE
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Case Studies
America’s Choice Bookkeeping: Managing a National Clientele with...

"Our clients love Canopy. It’s so easy for them to register for the portal and upload their documents there." — Robert Azar, of America's Choice Bookkeeping and Tax Services. ...

3 min read LEARN MORE
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Tax Preparation and Planning
IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

3 min read LEARN MORE
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Case Studies
Canopy’s Intuitive Interface Makes Employee Onboarding Easy

"The whole thing is just so easy to navigate, which makes it easy to train my staff — which is actually one of the main reasons I chose Canopy over the other software I tried."...

3 min read LEARN MORE
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